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Rolex Index
An index tracking the price of the top 30 rolex models. Why it matters: An interesting barometer of exuberance. It has been steadily ticking up.

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Electricity is Still Small
Just 20% of final energy consumption is electricity. Lots of good content on this topic here (filter electrification). Why it matte...

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Robots Need to Improve to Channel AI
Robotics could scale AI into more of the human labour market, but a lot needs to change. “For robots to be cost-competitive for 10% of human work today, costs would need to decline about 70%. At a 3% decline per year, that would take a...

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Coatue Public Markets Update Deck
The latest deck from October 2026.

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Q3 Digital Ad Forecast – Oxford Data Plan
ODP have a unique dataset that tracks ad spending from a daily panel as well as ad budget plans. This means a lot of interesting and out-of-consensus forecasts on the digital ad companies like Google, Red...

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